Someone knocks on your front door. You answer the door, and a well-dressed gentleman stands before you. He introduces himself and tells you: “Between now and 4 or 5 years, I will visit you again. I’ll walk into your home and take at least 10 percent of the cash you have at home.” He then wishes you a great day and walks away. Keep this scene in the back of your mind as you continue reading.
... »The Week After: The Hidden Surprise of the ECB Press Conference
December 14 2015
Do You Believe the Volkswagen Scandal Will Blow Over? Then Platinum Provides an Opportunity
December 7 2015
It is unlikely that you have missed it: in September, it was revealed that Volkswagen had been rigging its software in diesel cars for the past years. And guess what? It just so happens that the largest demand for platinum originates from the (Western) European diesel car market. So, does this provide an opportunity? In order to answer that question I will provide an analysis of the platinum market.
... »In Early 2016, Inflation Will Rise
November 30 2015
It’s over. With that, I mean the danger of deflation, or low inflation. It is highly likely that inflation will rise in the first months of 2016. Why? It has to do with the oil price, mathematics and the way in which inflation is calculated.
... »Are Regulators Encouraging a Financial Bubble?
November 24 2015
It is interesting to see how legislation such as the Basel accords, designed to limit the risk of a banking crisis, in reality only shifts the risk. How is it possible that regulators are actually encouraging risk, rather than reducing it?
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